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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Goldman Sachs U.S. Equity Insights Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Goldman Sachs U.S. Equity Insights Fund (GSSQX) has returned -8.83% so far this year and 12.79% over the past 12 months. Looking at the last ten years, GSSQX has achieved an annualized return of 14.29%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.
Goldman Sachs U.S. Equity Insights Fund
- 1D
- -0.54%
- 1M
- -7.63%
- YTD
- -8.83%
- 6M
- -6.08%
- 1Y
- 12.79%
- 3Y*
- 22.46%
- 5Y*
- 13.61%
- 10Y*
- 14.29%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since May 24, 1991, GSSQX's average daily return is +0.05%, while the average monthly return is +0.89%. At this rate, your investment would double in approximately 6.5 years.
Historically, 64% of months were positive and 36% were negative. The best month was Dec 2024 with a return of +15.7%, while the worst month was Oct 2008 at -16.8%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, GSSQX closed higher 53% of trading days. The best single day was Dec 12, 2024 with a return of +34.7%, while the worst single day was Dec 13, 2024 at -13.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.78% | -2.06% | -7.63% | -8.83% | |||||||||
| 2025 | 2.01% | -2.41% | -6.51% | -0.87% | 7.06% | 4.64% | 1.19% | 3.11% | 3.65% | 2.38% | 0.18% | 0.43% | 15.15% |
| 2024 | 1.17% | 5.89% | 4.07% | -4.20% | 5.37% | 3.66% | 1.41% | 3.25% | 2.18% | 0.63% | 3.97% | 15.67% | 51.06% |
| 2023 | 6.52% | -2.60% | 2.48% | 0.30% | 0.08% | 6.93% | 3.27% | -2.30% | -4.22% | -1.29% | 8.49% | 4.26% | 23.14% |
| 2022 | -5.87% | -3.45% | 4.08% | -8.48% | -0.77% | -8.55% | 9.15% | -3.01% | -8.83% | 8.50% | 3.86% | -5.94% | -19.63% |
| 2021 | -0.51% | 3.07% | 4.17% | 6.30% | 0.56% | 2.04% | 2.28% | 3.38% | -4.58% | 6.12% | -1.47% | 4.80% | 28.81% |
Benchmark Metrics
Goldman Sachs U.S. Equity Insights Fund has an annualized alpha of 1.74%, beta of 0.99, and R² of 0.85 versus S&P 500 Index. Calculated based on daily prices since May 28, 1991.
- This fund captured 104.56% of S&P 500 Index gains but only 97.51% of its losses — a favorable profile for investors.
- With beta of 0.99 and R² of 0.85, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.74%
- Beta
- 0.99
- R²
- 0.85
- Upside Capture
- 104.56%
- Downside Capture
- 97.51%
Expense Ratio
GSSQX has an expense ratio of 0.92%, placing it in the medium range.
Return for Risk
Risk / Return Rank
GSSQX ranks 31 for risk / return — below 31% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Goldman Sachs U.S. Equity Insights Fund (GSSQX) and compare them to a chosen benchmark (S&P 500 Index).
| GSSQX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 0.90 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.14 | 1.39 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.21 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.81 | 1.40 | -0.59 |
Martin ratioReturn relative to average drawdown | 3.50 | 6.61 | -3.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore GSSQX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Goldman Sachs U.S. Equity Insights Fund provided a 13.77% dividend yield over the last twelve months, with an annual payout of $8.05 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $8.05 | $8.05 | $19.74 | $1.42 | $0.34 | $15.82 | $2.51 | $0.71 | $1.82 | $4.84 | $1.69 | $1.57 |
Dividend yield | 13.77% | 12.56% | 31.49% | 2.52% | 0.73% | 26.89% | 4.31% | 1.37% | 4.35% | 10.37% | 4.05% | 4.01% |
Monthly Dividends
The table displays the monthly dividend distributions for Goldman Sachs U.S. Equity Insights Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $8.05 | $8.05 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $19.74 | $19.74 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.42 | $1.42 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.34 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $15.82 | $15.82 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Goldman Sachs U.S. Equity Insights Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Goldman Sachs U.S. Equity Insights Fund was 55.61%, occurring on Mar 9, 2009. Recovery took 976 trading sessions.
The current Goldman Sachs U.S. Equity Insights Fund drawdown is 11.27%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.61% | Jul 16, 2007 | 416 | Mar 9, 2009 | 976 | Jan 23, 2013 | 1392 |
| -47.55% | Sep 5, 2000 | 525 | Oct 9, 2002 | 899 | May 5, 2006 | 1424 |
| -34.47% | Feb 20, 2020 | 23 | Mar 23, 2020 | 94 | Aug 5, 2020 | 117 |
| -30.23% | Dec 13, 2024 | 78 | Apr 8, 2025 | — | — | — |
| -24.96% | Dec 30, 2021 | 200 | Oct 14, 2022 | 317 | Jan 22, 2024 | 517 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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